Operations Specialist Lead (Loan Ops) Hybrid First Citizens Bank

• 3.

5 Raleigh, NC Job Details Full-time 1 day ago Qualifications Optimizing workflow processes Record keeping Commercial banking expertise Managing customer accounts Customer communication Financial services customer support Customer relationship building Microsoft Outlook Compliance with loan regulations Account maintenance Commercial loans Workflow management (operations management method) Account troubleshooting Spreadsheets Client inquiry handling Regulatory compliance Mid-level Financial issue resolution High school diploma or GED Bachelor's degree Continuous improvement Loan documentation Mentoring Consumer dispute resolution Customer support for financial loans Handling account queries 1 year Legal compliance Process management Quality data entry

Full Job Description Overview:

This is a hybrid role , with the expectation that work time will regularly take place inside and outside of a company office. We are looking for candidates who live within a commutable drivable distance to our offices in Raleigh, NC or Phoenix, AZ. This position provides advanced operational support for a business unit in the execution of daily activities. Facilitates processes and workflows while ensuring compliance with all applicable regulations and policies. Maintains records and/or systems crucial for business operations. Answers inquiries and resolves issues, updating department records or systems accordingly, in alignment with service standards and business goals. Assists in the identification of process inefficiencies or opportunities for improvement. Is a subject matter expert in their daily responsibilities. May guide less experienced specialists on the team through knowledge in the area of work.

Responsibilities:

Service

• Develops and maintains relationships with customers, associates and vendors to achieve business goals and streamline service experience.

Answers inbound communications to service accounts, fulfill requests, or address issues. Determines client needs and provides resolution while maintaining a high standard of service. Identifies appropriate course of action for more complex issues or disputes. Operational Support

• Performs various operational tasks that occur during customer, vendor, and associate inquiries. Performs complex data entry, processing and documentation. Identifies and communicates process inefficiencies. May offer recommendations for process improvements. Documentation
• Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system. Business Proficiency
• Provides knowledge in area of work.

Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests. May offer guidance and direction to less experienced specialists through knowledge in area of work.

Qualifications:

Bachelor's Degree and 1 years of experience in Financial Services or Operations Support OR High School Diploma or GED and 5 years of experience in

Financial Services or Operations Support Preferred Skills:

Experience with commercial loan documentation Must be detail oriented, able to multitask and function in a fast-paced, deadline driven environment with minimal oversight. Must be able to work independently on assigned duties while successfully collaborating in a team-friendly environment. Strong organizational and time management skills are important as multi-tasking is essential Proficiency in Microsoft Office Suite (Excel, Outlook, Word) Working knowledge of loan servicing systems (OnBase & Boss) Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits